ROBOVISE, LLC

PEER BENCHMARKS

Understanding SEC Peer Groups

A firm's peer group is calculated based on public self-reported AUM benchmarked against a population of RIAs who submitted a Form ADV to the Securities and Exchange Commission.

SEC Peer Benchmark Details

Firm Self-Reported AUM
$0.1M
Peer Group AUM Range
$0.1M - $0.1M
Sample Size
4
Firm Age (Years)
PEER GROUP AVERAGE
1
Structure
PEER GROUP AVERAGE
Limited Liability Company (4 firms)
Discretionary Accounts
PEER GROUP AVERAGE
4
Discretionary AUM
PEER GROUP AVERAGE
$0M
Non-Discretionary Accounts
PEER GROUP AVERAGE
0
Non-Discretionary AUM
PEER GROUP AVERAGE
$0M
Total Clients
PEER GROUP AVERAGE
3
Total AUM
PEER GROUP AVERAGE
$0M
Offices
PEER GROUP AVERAGE
0
Total Employees
PEER GROUP AVERAGE
2
Investment Advisors
PEER GROUP AVERAGE
2
Registered Representatives
PEER GROUP AVERAGE
0
Licensed Insurance Agents
PEER GROUP AVERAGE
0
Foreign Clients
PEER GROUP AVERAGE
0.0%
Clients Without Regulatory Assets
PEER GROUP AVERAGE
2
Compensation
PEER GROUP AVERAGE
FIRM VALUE
Percentage of AUM Yes 4 Firms Yes
Hourly Charges No 4 Firms No
Subscription Fees No 4 Firms No
Fixed Fees No 3 Firms No
Commissions No 4 Firms No
Performance Based Fees No 4 Firms No
Other No 4 Firms No

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